See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,191 | $169,032-92.8% | $129,207-90.6% | $145,922-91.6% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 13.18% | 14330.11%-14316.9pp | 9417.33%-9404.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $416 | $5,537-92.5% | $4,153-90.0% | $4,660-91.1% |
| Participant deferral / active EE | $5,422 | $4,987+8.7% | $4,168+30.1% | $6,688-18.9% |
| Admin fee / account holder | $652 | $9,954-93.4% | $7,715-91.5% | $13,397-95.1% |